An investment in Knowledge pays the best interest
Welcome to Worldwide Financial Planning, one of the UK's leading firms of independent financial advisers. We have been recognised for our services and have received many awards, including Investment Adviser of the Year 2014, Mortgage Adviser of the year 2014 runner up, Silver Award at the Cornwall Business Awards 2014 and amassed 16 FT awards over 4 years. Hopefully, this shows our expertise in finding the right answer for you, quickly.
We are a whole of market independent financial adviser advising you on all aspects of financial planning, including mortgages, inheritance tax, investment, equity release, long term care and pensions. No matter what your requirements or circumstances are, your independent financial adviser will listen to you in confidence and in detail. Your adviser will then research every option in the marketplace to find the very best solution for you. We will help you with all your financial planning needs, providing you with award-winning independent advice.
Our Services
We offer a wide range of services to cater to your financial planning needs. Our financial planning solutions cover families, entrepreneurs, professionals, and executives, providing expert advice on investment, financial planning, and tax issues. Our mortgage solutions provide guidance on mortgages, remortgages, buy-to-let mortgages, and commercial mortgages. Our business and corporate solutions provide tailored advice for businesses, including pension planning for directors, company pension schemes, and commercial mortgages.
Our Values
We are proud of our values and integrity and strive to be the same professional independent company we have always been. We believe in honesty, empathy, and transparency, and our advisers are dedicated to providing you with the best possible service. Our team is made up of experienced and knowledgeable professionals who are passionate about helping you achieve your financial goals.
How We Can Help
Our independent financial advisers can help you with all aspects of financial planning. We will listen to you in confidence and study your entire financial position to provide you with a tailored financial plan. We offer a fee guarantee, and you will not pay any fees unless we can help you. Our dedicated support team is always available to assist you, and we strive to provide you with trustworthy, knowledgeable, reliable, accessible, honest, and excellent service.
Service Quality and Reliability
The quality of service has been a major concern for one reviewer, Mark Tamblyn, who has had to deal with three advisors in just three years, with a significant decline in service quality over time. He expressed frustration at receiving no response to his repeated requests, leaving him wondering what he is paying for.
Exceptional Service Experience
On the other hand, Margo Connolly had a highly positive experience with the service, praising the professionalism and promptness of Richard Groves in handling her mortgage application. Despite an issue with her solicitor, Richard managed to resolve the issue efficiently, and Margo appreciated his friendly demeanor.
Advisors and Communication
The reviewers highlighted the importance of effective communication and reliable advisors. While Mark's experience was marred by the lack of response from his advisors, Margo's experience was enhanced by Richard's prompt and professional communication style.
